Initial Setup

A SPoC should work with the appropriate Facilities staff to complete the following tasks prior to using MinistryPlatform to reserve rooms and otherwise manage your facilities:
  1. Create Locations records.
  2. Create Buildings records.
  3. Create Rooms records, and set Bookable to Yes (Tip: Set as many as possible to Auto Approve = Yes).
  4. If desired, create Room Layouts records.
  5. Create Equipment records, and set Bookable to Yes (Tip: Set as many as possible to Auto Approve = Yes).
  6. Create/update Event Type records in the Lookup Values folder.
  7. Create Service Type records.
  8. Create Event Services (Tip: Set as many as possible to "Auto Approve" = "Yes")
  9. Assign appropriate Security Roles:
    • Ensure the correct Users are listed under Event Management Team security role.
    • Ensure the correct Users are listed under the Facilities Full Rights security role.
    • Ensure that all Users who should be able to Quick Add an Event have this right from one of their security roles. One option is to check the Quick Add box for Events in the Staff Stuff Quick Add security role.
    • Use the Impersonate Platform User Tool to ensure specific people can see the pages, sub-pages and reports they need.
  10. Edit/create any desired Processes in Administration > Processes. Make sure they are set to Active=Yes, and that all steps are assigned to the correct user(s). The Processes that already exist in your system are:
    • Equipment Reservations.
    • Event Approval (should already be active and used due to Portal Event Calendar considerations).
    • Event Service Requests.
    • Room Reservations.
  11. Create a few test Events that represent normal event scenarios at your church.
 

Last Modified: 5/3/2018

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